AUMdb

Abilene Teachers Federal Credit Union Money Purchase Plan And Trust

Sponsored by Abilene Teachers Federal Credit Union · EIN 750888860 · Plan #001

Total assets
$9.9M
Net assets
$9.9M
Active participants
118
With balances
149

Plan year beginning 01/01/2024 · Money purchase, Offset plan, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Members Capital Advisors, Inc. CRD 105960 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cmfg Life Insurance Company Recordkeeping, Consulting (pension), Investment management $41,583
Members Capital Advisors, Inc. Investment advisory (plan), Investment management fees (direct) $7,829